BABX Can Provide China Exposure During Trade Talks
Seeking Alpha· 2025-07-31 22:50
Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Investment recommendations are built upon the entirety of the investment ecosystem rather than considering a company independently.Analyst’s Disclosure:I/we have no stock, opti ...
SOC Investors Have Opportunity to Lead Sable Offshore Corp. Securities Fraud Lawsuit with the Schall Law Firm
Prnewswire· 2025-07-31 22:49
诉讼案件 - 沙尔律师事务所宣布对Sable Offshore Corp提起集体诉讼 指控其违反联邦证券法 [1] - 诉讼针对在2025年5月21日二次公开发行(SPO)期间及2025年5月19日至6月3日期间购买公司证券的投资者 [2] 指控内容 - 公司向市场发布虚假和误导性声明 声称已重启加州沿海石油生产 但实际运营仍处于停工状态 [4] - 公司公开声明在集体诉讼期间存在虚假且具有重大误导性 导致投资者知晓真相后遭受损失 [4] 投资者参与 - 符合资格的投资者需在2025年9月26日前联系律师事务所 [2] - 投资者可通过电话310-301-3335或网站www.schallfirm.com联系律师Brian Schall [3][6] 律师事务所背景 - 沙尔律师事务所专门从事证券集体诉讼和股东权利诉讼 业务覆盖全球投资者 [5] - 该律所地址位于洛杉矶世纪城东2049号2460室 [3][6]
Avino Silver & Gold: A Promise That Shines Like Silver
Seeking Alpha· 2025-07-31 22:48
Avino Silver & Gold (NYSE: ASM ) is a Canadian-based mining company focused on the exploration and extraction of silver and other metals. Currently, all of the company's mines are located in Mexico.I am an individual investor with over 10 years of trading. I have been developing as a stock analyst for the last five years. I am inclined to search for Value companies, mainly linked to the production of commodities. I mainly focus on companies that show sustained free cash flows over time, low levels of levera ...
Upbeat Quarterly Results Send Robinhood Stock Higher
Schaeffers Investment Research· 2025-07-31 22:47
业绩表现 - 公司第二季度营收和盈利均超预期 股价上涨1.5%至10768美元 [1] - 7家机构上调目标价 其中Citizens将目标价从125美元调升至130美元 [1] 股价走势 - 2025年至今累计涨幅达189% 同比涨幅高达4218% [2] - 虽从7月18日历史高点11344美元回落 但仍获20日均线支撑 [2] 期权市场动态 - 10日看跌/看涨期权成交量比率处于过去一年93%分位 显示近期看空情绪异常浓厚 [3] - 期权波动率得分86分(满分100) 显示股价在过去12个月经常突破波动预期 [4] 技术指标 - 股价近期呈现4个交易日内3次上涨的强势格局 [2]
FLYWIRE SHAREHOLDER ALERT: CLAIMSFILER REMINDS INVESTORS WITH LOSSES IN EXCESS OF $100,000 of Lead Plaintiff Deadline in Class Action Lawsuits Against Flywire Corporation - FLYW
GlobeNewswire News Room· 2025-07-31 22:47
NEW ORLEANS, July 31, 2025 (GLOBE NEWSWIRE) -- ClaimsFiler, a FREE shareholder information service, reminds investors that they have until September 23, 2025 to file lead plaintiff applications in a securities class action lawsuit against Flywire Corporation (“Flywire” or the “Company”) (NasdaqGS: FLYW), if they purchased the Company’s securities between February 28, 2024 and February 25, 2025, inclusive (the “Class Period”). This action is pending in the United States District Court for the Eastern Distric ...
SIMO Q2 Earnings Surpass Estimates Despite Lower Revenues
ZACKS· 2025-07-31 22:46
核心观点 - Silicon Motion第二季度业绩超预期 但营收和净利润同比下滑 [1][3][4] - 公司通过产品组合扩展和新市场开拓推动长期增长 [2] - 第三季度营收指引乐观 预计达2 19-2 28亿美元 [10] 财务表现 - 第二季度GAAP净利润1630万美元(每股0 49美元) 同比下滑47% [3] - 非GAAP净利润2300万美元(每股0 69美元) 超出预期0 52美元 [3] - 营收1 987亿美元 同比下滑5 7% 但超预期1 8亿美元 [4] - 非GAAP毛利率47 7% 同比提升170个基点 [6] 产品表现 - SSD控制器销售环比增长0-5% 同比下滑15-20% [5] - eMMC+UFS销售环比增长40-45% 同比增长10-15% [5] - SSD解决方案营收环比增长0-5% 同比下滑45-50% [5] 现金流与资本支出 - 现金及等价物2 823亿美元 [7] - 运营现金流净流出1730万美元 去年同期为净流入2150万美元 [7] - 资本支出1560万美元 包括740万美元设备采购和820万美元新竹建筑 [8] 未来展望 - 第三季度营收指引2 19-2 28亿美元 毛利率48-49% [10] - 2025年将推出6nm PCIe5 SSD控制器等新产品 [11] - 预计2025年底6nm 4通道PCIe5客户端SSD将获市场采用 [11] 其他公司动态 - Arista Networks预计第二季度每股收益0 65美元 同比增长25% [13] - Pinterest预计第二季度每股收益0 34美元 同比增长17 24% [14] - HubSpot预计第二季度每股收益2 12美元 过去四个季度平均超预期10 65% [16]
4 Low-Beta Utility Stocks to Buy as Fed Keeps Interest Rates Steady
ZACKS· 2025-07-31 22:46
Key Takeaways The Fed held rates steady, sparking a market pullback and renewed investor caution.Stocks like OGS and NWN offer low-beta stability with improved earnings estimates and solid dividend yields.FTA, NWN, IDA and OGS show growth potential amid inflation concerns and delayed rate-cut decisions.Wall Street retreated sharply from its earlier highs on Wednesday after the Federal Reserve left interest rates steady. The move was expected, but stocks still had to bear the brunt as the recent investor opt ...
Albemarle's Earnings & Revenues Surpass Estimates in Q2
ZACKS· 2025-07-31 22:46
Key Takeaways ALB posted Q2 adjusted EPS of 11 cents vs. 4 cents last year, beating the estimate for a loss of 83 cents.Revenues fell 7% to $1.33B, as lower Energy Storage pricing offset volume gains in key units.Cost cuts helped ALB offset lithium price pressure and boost operating cash flow.Albemarle Corporation (ALB) logged adjusted earnings (barring one-time items) of 11 cents per share in the second quarter of 2025. This compares to earnings of 4 cents per share a year ago. Earnings per share beat the ...
Itron (ITRI) Beats Q2 Earnings Estimates
ZACKS· 2025-07-31 22:46
Itron (ITRI) came out with quarterly earnings of $1.62 per share, beating the Zacks Consensus Estimate of $1.33 per share. This compares to earnings of $1.21 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +21.80%. A quarter ago, it was expected that this energy and water meter company would post earnings of $1.3 per share when it actually produced earnings of $1.52, delivering a surprise of +16.92%.Over the last four quarters ...
Why LATAM (LTM) is a Top Growth Stock for the Long-Term
ZACKS· 2025-07-31 22:46
Zacks Premium服务 - Zacks Premium提供多种工具帮助投资者更自信地投资 包括每日更新的Zacks Rank和Zacks Industry Rank 以及完整的Zacks 1 Rank List、股票研究报告和高级股票筛选器 [1] - 该服务还包含Zacks Style Scores 作为Zacks Rank的补充指标 帮助投资者挑选未来30天可能跑赢市场的股票 [2] Zacks Style Scores分类 - **价值评分(Value Score)**:通过P/E、PEG、Price/Sales等比率筛选被低估的股票 [3] - **成长评分(Growth Score)**:基于公司财务健康状况和未来前景 分析预测和历史盈利、销售额及现金流以识别可持续成长股 [4] - **动量评分(Momentum Score)**:利用一周价格变化和月度盈利预测变化等因子捕捉趋势交易机会 [5] - **VGM综合评分**:整合三种评分 通过加权计算选出兼具价值吸引力、成长潜力和动量势头的股票 [6] Zacks Rank与Style Scores协同效应 - Zacks Rank 1(强力买入)股票自1988年以来年均回报率达+23.75% 超过同期标普500指数两倍以上 [7] - 每日有超过200家公司获Strong Buy评级 另有600家获Buy评级 结合A/B级Style Scores可提高选股成功率 [8][9] - 即使Style Scores为A/B 但若Zacks Rank为Sell或Strong Sell 仍可能因盈利预测下行而股价下跌 [10] 案例研究:LATAM航空(LTM) - 该公司2020年申请Chapter 11破产重组 2022年成功完成 债务减少35% 流动性达22亿美元 [11] - 当前Zacks Rank为2(Buy) VGM评分A级 成长评分A级 预测本财年盈利同比增长29.1% [12] - 过去60天内分析师上调2025财年每股收益预测0.05美元至4.17美元 平均盈利惊喜达+4% [12][13]